23WI-0006: Accountants Liability: Balancing Risk and Reward (A&A Focus) (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, April 19, 2023
12:00pm - 4:00pm Central Time
4 CPE (4 technical) | 4 Ethics
Every financial decision has its associated risks. The key to a secure financial practice is to understand those risks enough to safely conclude they justify their means. Finance professionals have the opportunity to join a panel of experts as they talk about all things professional liability.
We'll cover how professional liability issues can arise when offering audit and attestation services, how to best assess them, and the swiftest plans of responsive action to keep you and your client in the best shape.
In addition to earning CPE credits, CNA policyholders may earn up to a 10% premium credit for three consecutive years on their AICPA Professional Liability Insurance policy. Please consult your agent for further details regarding eligibility.
Major subjects
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Claim data of the AICPA Professional Liability Insurance Program
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Practice management and firm culture
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Client and engagement process
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Client and engagement continuance and termination
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Billing
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Data security
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Audit and attest services
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Risk management issues that arise during consultancy, planning, and Fieldwork
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Addressing hiccups
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Binding documentation
Learning objective(s)
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Recognize how to assess the professional liability risks of new and existing clients and services in relation to the firm's risk tolerance
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Identify claim data by area of practice and understand implications for the firm
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Identify how risk changes as a result of new information, client action (or inaction,) or other events that arise during an attest or consulting engagement
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Gain strategies to respond to changes in risk to help maintain alignment with the firm's risk appetite.
Who should take this program?
CPAs and CGMA designation holders; Auditors and attestation service providers; Accounting and finance professionals; legal personnel
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$199.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$159.00
|
 Standard Nonmember Fee |
$199.00
|
